Maintain disbursement rates

IT Manager Practice Admin

  1. Select Admin > Categories from the menu.

  2. Select Main Categories from the list, then select Disbursement Rates.

  3. Click Add (or View/Edit to edit an existing category).

  4. Select the analysis Code to which the disbursement rate will be attached.

  5. Select the Effective Date that the charge band details will be applied from.

  6. Enter the Level to be used when multiple rates are used for the same analysis code. For multiple rates, enter a new rate.

  7. Enter a Description for the disbursement rate that is displayed in the charge band on expenses and disbursements.

  8. Enter the Rate amount per unit together with the Per Item unit name.

  9. Click Save.